Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charter Multi-Sector Bond Pooled separate account in their Schedule of Assets, totaling $7K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAROLINA COMMUNITY ACTIONS, INC. CAROLINA COMMUNITY ACTIONS 403(B) PLAN | ROCK HILL SC | 140 | $6.5M | $4K |
| 2 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN | FULTON NY | 525 | $18.3M | $2K |
| 3 | IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. |
IRONTON OH |
| 428 |
| $22.9M |
| $1K |
